7. InTime Summary Screens

The integration between the two systems allows for users of Bullhorn to view RSM InTime summary data without the need for the user to login to RSM InTime. The following entities can be viewed:

• Placement

• Candidate (Worker)

• Company (Client)

Please note that the RSM InTime summary screen do not work across multi-tenancy RSM InTime systems (where multiple RSM InTime agencies connected to a single Bullhorn instance.)

This is because in order log in and access the data RSM InTime needs to identify the RSM InTime agency to link to. We use the "Bullhorn Corporation ID" to do this and that is unique to the Bullhorn instance. The summary screens can be configured to work for just one of the RSM InTime agencies but these will only display data for items that are synced to that RSM InTime agency. 

To enable the Summary screen follow these steps:

Configuring these views is done by adding a custom tab to each entity as follows:

1. Login to Bullhorn using the administration account.

2. Select Tools->View Layout. NOVO: Menu→Admin→View Layout

3. Select the appropriate Entity in the list, i.e. one of Candidate, Company or Placement.

4. Click on the “Custom Tab” tab.

5. Click “Add New” to add a new tab and enter the following values

a. Name: InTime Summary

b. URL: https://<your intime web site domain>/bullhorn/link?embed=true. E.g. "https://demo.in-time.co.uk/bullhorn/link?embed=true"

c. Partner Name: Select "Partner - Baker Tilly". RSM was formerly known as Baker Tilly.

6. Click Save

After performing these steps a new tab will be displayed on the corresponding entity page in Bullhorn.

7. A Consultant account for each of the Bullhorn users that wishes to use this facility will need to be created in RSM InTime. Please provide RSM InTime support with a list of users (names and email addresses) you require to have access to these screens. Bullhorn users that have been added as Consultants to RSM InTime will then be able to view the RSM InTime summaries in Bullhorn.

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